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๋ฌป๋”ฐ๋ฐฉ ๐Ÿ•

๋ฌป๋”ฐ๋ฐฉ ๐Ÿ•

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(๋ฐฉ์žฅํ•œํ…Œ) ๋ฌป์ง€๋„ ๋”ฐ์ง€์ง€๋„ ์•Š๋Š” ๋ฐฉ ์€๋•๋ฒ ํ’€๊ธฐ : https://litt.ly/mootda Boost : https://t.me/mootda?boost ํด๋ฆฐ๋ฃธ : https://t.me/+rnPa_2M7WrhjMzdl

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๐Ÿ“ˆ Analytical overview of Telegram channel ๋ฌป๋”ฐ๋ฐฉ ๐Ÿ•

Channel ๋ฌป๋”ฐ๋ฐฉ ๐Ÿ• (@mootda) in the Korean language segment is an active participant. Currently, the community unites 18 803 subscribers, ranking 6 731 in the Economy & Finance category and 232 in the Korea region.

๐Ÿ“Š Audience metrics and dynamics

Since its creation on ะฝะตะฒั–ะดะพะผะพ, the project has demonstrated rapid growth, gathering an audience of 18 803 subscribers.

According to the latest data from 14 June, 2026, the channel demonstrates stable activity. Although there has been a change in the number of participants by 171 over the last 30 days and by 18 over the last 24 hours, overall reach remains high.

  • Verification status: Not verified
  • Engagement rate (ER): The average audience engagement rate is 21.68%. Within the first 24 hours after publication, content typically collects 22.19% reactions from the total number of subscribers.
  • Post reach: On average, each post receives 4 075 views. Within the first day, a publication typically gains 4 171 views.
  • Reactions and interaction: The audience actively supports content: the average number of reactions per post is 32.

๐Ÿ“ Description and content policy

The author describes the resource as a platform for expressing subjective opinions:
โ€œ(๋ฐฉ์žฅํ•œํ…Œ) ๋ฌป์ง€๋„ ๋”ฐ์ง€์ง€๋„ ์•Š๋Š” ๋ฐฉ ์€๋•๋ฒ ํ’€๊ธฐ : https://litt.ly/mootda Boost : https://t.me/mootda?boost ํด๋ฆฐ๋ฃธ : https://t.me/+rnPa_2M7WrhjMzdlโ€

Thanks to the high frequency of updates (latest data received on 15 June, 2026), the channel maintains relevance and a high level of publication reach. Analytics show that the audience actively interacts with content, making it an important point of influence in the Economy & Finance category.

18 803
Subscribers
+1824 hours
+587 days
+17130 days
Attracting Subscribers
June '26
June '26
+137
in 91 channels
May '26
+294
in 125 channels
Get PRO
April '26
+588
in 136 channels
Get PRO
March '26
+410
in 130 channels
Get PRO
February '26
+275
in 113 channels
Get PRO
January '26
+531
in 125 channels
Get PRO
December '25
+236
in 115 channels
Get PRO
November '25
+514
in 142 channels
Get PRO
October '25
+526
in 114 channels
Get PRO
September '25
+428
in 108 channels
Get PRO
August '25
+429
in 113 channels
Get PRO
July '25
+492
in 118 channels
Get PRO
June '25
+679
in 104 channels
Get PRO
May '25
+314
in 99 channels
Get PRO
April '25
+440
in 108 channels
Get PRO
March '25
+328
in 98 channels
Get PRO
February '25
+252
in 110 channels
Get PRO
January '25
+237
in 104 channels
Get PRO
December '24
+525
in 118 channels
Get PRO
November '24
+769
in 107 channels
Get PRO
October '24
+673
in 90 channels
Get PRO
September '24
+487
in 112 channels
Get PRO
August '24
+492
in 109 channels
Get PRO
July '24
+688
in 103 channels
Get PRO
June '24
+578
in 99 channels
Get PRO
May '24
+653
in 87 channels
Get PRO
April '24
+644
in 94 channels
Get PRO
March '24
+724
in 68 channels
Get PRO
February '24
+726
in 75 channels
Get PRO
January '24
+459
in 65 channels
Get PRO
December '23
+434
in 71 channels
Get PRO
November '23
+478
in 75 channels
Get PRO
October '23
+319
in 52 channels
Get PRO
September '23
+229
in 0 channels
Get PRO
August '23
+362
in 0 channels
Get PRO
July '23
+355
in 0 channels
Get PRO
June '23
+198
in 0 channels
Get PRO
May '23
+242
in 0 channels
Get PRO
April '23
+530
in 0 channels
Get PRO
March '23
+343
in 0 channels
Get PRO
February '23
+333
in 0 channels
Get PRO
January '23
+245
in 0 channels
Get PRO
December '22
+228
in 0 channels
Get PRO
November '22
+288
in 0 channels
Get PRO
October '22
+296
in 0 channels
Get PRO
September '22
+302
in 0 channels
Get PRO
August '22
+292
in 0 channels
Get PRO
July '22
+213
in 0 channels
Get PRO
June '22
+368
in 0 channels
Get PRO
May '22
+238
in 0 channels
Get PRO
April '22
+5 048
in 0 channels
Date
Subscriber Growth
Mentions
Channels
15 June+5
14 June+24
13 June+10
12 June+9
11 June+7
10 June+4
09 June+1
08 June+36
07 June+4
06 June+8
05 June+18
04 June+3
03 June+8
02 June0
01 June0
Channel Posts
์ผ๋ณธ์˜ ๊ฒฝ๊ธฐ๋ง‰ํŒ ๊ทน์ ์ธ ๋™์ ๊ณจ์ด ๋ฉ‹์žˆ๋Š” ํ—ค๋”ฉ๊ณจ์ด์—ˆ๋Š”๋ฐ ์ž์„ธํžˆ๋ณด๋ฉด ์ •ํ™•ํžˆ 1์ฟ ์…˜ ๋จน๊ณ  ํœ˜์–ด์„œ ๋“ค์–ด๊ฐ„๊ฑฐ์ž„ ใ…‹ใ…‹ใ…‹ https://m.naver.com/shorts/?mediaId=E5342A842B4DF0E595EE5CAA7328
์ผ๋ณธ์˜ ๊ฒฝ๊ธฐ๋ง‰ํŒ ๊ทน์ ์ธ ๋™์ ๊ณจ์ด ๋ฉ‹์žˆ๋Š” ํ—ค๋”ฉ๊ณจ์ด์—ˆ๋Š”๋ฐ ์ž์„ธํžˆ๋ณด๋ฉด ์ •ํ™•ํžˆ 1์ฟ ์…˜ ๋จน๊ณ  ํœ˜์–ด์„œ ๋“ค์–ด๊ฐ„๊ฑฐ์ž„ ใ…‹ใ…‹ใ…‹ https://m.naver.com/shorts/?mediaId=E5342A842B4DF0E595EE5CAA732847BA922E&serviceType=CHZZK&recType=AIRS&includePost=false

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์‹ค์ œ๋กœ ์ • ํ›„๋ณด๊ฐ€ ์„ ๊ฑฐ ๊ธฐ๊ฐ„ ์—ฌ๋ก ์กฐ์‚ฌ์—์„œ ์ค„๊ณง ์˜ค ํ›„๋ณด์—๊ฒŒ ์•ž์„œ๊ฐ€๋ฉด์„œ ์ • ํ›„๋ณด ์บ ํ”„๋Š” ๋ฌธ์ „์„ฑ์‹œ๋ฅผ ์ด๋ค˜๋‹ค. ๋ฐ˜๋ฉด ํ˜„์ง ์‹œ์žฅ ์‹ ๋ถ„์œผ๋กœ 5์„  ๋„์ „์— ๋‚˜์„  ์˜ค ์‹œ์žฅ ์บ ํ”„์—๋Š” ์‚ฌ๋žŒ๋“ค์˜ ๋ฐœ๊ธธ์ด ๋œธํ–ˆ๋‹ค. ์˜ค ์‹œ์žฅ ์ธก์—์„  โ€œ์„ธ์ƒ ์ธ์‹ฌ์ด ๊ฒฉ์„ธ์ง€๊ฐโ€์ด๋ž€ ๋ง์ด ๋‚˜์™”๋‹ค. โ€”> ๋จธ์ €๋ฆฌ๋“ค "์žฌ๋ฒŒ์ง‘๋ง‰๋‚ด์•„๋“ค"์—์„œ ์ง„๋„์ค€์ด ํ• ์•„๋ฒ„์ง€ํ•œํ…Œ ํ–ˆ๋˜๋ง๋„ ๊ธฐ์–ต ๋ชปํ•˜๋‚˜๋ณด๋„ค. https://n.news.naver.com/article/023/0003982002?cds=news_edit
2 466
3
์•„๋ฌด๋ฆฌ ์ผ์‹œ์ ์ธ ํ˜„์ƒ์ด๋ผ ํ• ์ง€๋ผ๋„ ์ด๋Ÿฐ ์ผ์ด ๋ฒŒ์–ด์ง„๋‹ค๊ณ ? ใ…‹ใ…‹ใ…‹ใ…‹
์•„๋ฌด๋ฆฌ ์ผ์‹œ์ ์ธ ํ˜„์ƒ์ด๋ผ ํ• ์ง€๋ผ๋„ ์ด๋Ÿฐ ์ผ์ด ๋ฒŒ์–ด์ง„๋‹ค๊ณ ? ใ…‹ใ…‹ใ…‹ใ…‹
2 312
4
์•ˆ๋…•ํ•˜์„ธ์š”. ์•Œํ…Œ์˜ค์  ์˜ ALT-B4(๋ฌผ์งˆ๋ช…: berahyaluronidase alfa)๊ฐ€ '๋“€ํ”ผ์  ํŠธ(๋ฌผ์งˆ๋ช…: dupilumab)'์— ์ ์šฉ๋˜์–ด ์ž„์ƒ 1์ƒ์„ ๊ฐœ์‹œํ•œ๋‹ค๋Š” ์ž„์ƒ์ •๋ณด์™€ ๊ด€๋ จ ๊ธฐ์‚ฌ ๊ณต์œ ๋“œ๋ฆฝ๋‹ˆ๋‹ค. - ์ž„์ƒ์ •๋ณด์‚ฌ์ดํŠธ: https://clinicaltrials.gov/study/NCT07646548 - ๊ธฐ์‚ฌ ๋งํฌ: https://n.news.naver.com/article/008/0005371827?sid=101
1 562
5
๊ฐœ์Šค๋‹ฅ์€ ์ข…์ „๊ธฐ๋… ์ƒˆ๋ก ์ธ๊ฐ€?
๊ฐœ์Šค๋‹ฅ์€ ์ข…์ „๊ธฐ๋… ์ƒˆ๋ก ์ธ๊ฐ€?
3 172
6
์ฝ˜ํ…ํŠธ๋ฆฌ์ค‘์•™ : ๋‚˜๋ฆ„ ์ƒ์žฅ๋œ์ง€ ์˜ค๋ž˜๋œ ์ฝ˜์ค‘ ๊ฑฐ๋ž˜์ •์ง€ ์ƒํƒœ. ์„ค๋งˆ ๋ฐฉ์†ก์‚ฌ๊ฐ€ ๋งํ•˜๊ฒ ์–ด? ๊ทธ๋Ÿฐ ์ƒ๊ฐ์ด ๋“ค๊ธด ํ•จ.
์ฝ˜ํ…ํŠธ๋ฆฌ์ค‘์•™ : ๋‚˜๋ฆ„ ์ƒ์žฅ๋œ์ง€ ์˜ค๋ž˜๋œ ์ฝ˜์ค‘ ๊ฑฐ๋ž˜์ •์ง€ ์ƒํƒœ. ์„ค๋งˆ ๋ฐฉ์†ก์‚ฌ๊ฐ€ ๋งํ•˜๊ฒ ์–ด? ๊ทธ๋Ÿฐ ์ƒ๊ฐ์ด ๋“ค๊ธด ํ•จ.
2 832
7
์˜ค๋Š˜ ๋Œ€์žฅ์€ ์‚ผ์„ฑ์ „๊ธฐ
์˜ค๋Š˜ ๋Œ€์žฅ์€ ์‚ผ์„ฑ์ „๊ธฐ
2 907
8
SPACE X๋ฅผ ์–ผ๋งˆ์— ๋งค์ˆ˜ํ•œ๊ฑด์ง€๋Š” ๋ชจ๋ฅด๊ฒ ์œผ๋‚˜ ์–ด์จ‹๋“  KODEX๋ž‘ ACE์—์„œ๋Š” ๋น„์ค‘์„ ๊ฑฐ์˜ Max๋กœ ์ฑ„์›Œ๋‘ . ์˜ค๋Š˜ ETF ๊ธ‰๋ฝ์€ ๊ธˆ์šœ์— ๋กœ์ผ“๋žฉ ๊ฐ™์€ ๋‹ค๋ฅธ ์šฐ์ฃผ ๊ด€๋ จ์ฃผ๋“ค ๋–ก๋ฝ ์˜ํ–ฅ์ž„. ์˜ค๋Š˜ ๋ฐค์— ๊ทธ ์นœ๊ตฌ๋“ค ์žฌ๋ฐ˜๋“ฑํ• ์ง€๋Š” ๋‚˜๋„ ๋ชฐ
SPACE X๋ฅผ ์–ผ๋งˆ์— ๋งค์ˆ˜ํ•œ๊ฑด์ง€๋Š” ๋ชจ๋ฅด๊ฒ ์œผ๋‚˜ ์–ด์จ‹๋“  KODEX๋ž‘ ACE์—์„œ๋Š” ๋น„์ค‘์„ ๊ฑฐ์˜ Max๋กœ ์ฑ„์›Œ๋‘ . ์˜ค๋Š˜ ETF ๊ธ‰๋ฝ์€ ๊ธˆ์šœ์— ๋กœ์ผ“๋žฉ ๊ฐ™์€ ๋‹ค๋ฅธ ์šฐ์ฃผ ๊ด€๋ จ์ฃผ๋“ค ๋–ก๋ฝ ์˜ํ–ฅ์ž„. ์˜ค๋Š˜ ๋ฐค์— ๊ทธ ์นœ๊ตฌ๋“ค ์žฌ๋ฐ˜๋“ฑํ• ์ง€๋Š” ๋‚˜๋„ ๋ชฐ๋ฃจ.
2 911
9
๊ต์œก ๋‹ค ๋๋‚˜๊ณ  ๋งˆ์ง€๋ง‰์— ์šฉ์ง„์ดํ˜•์ด ๋‹จ์ƒ์— ์„œ์„œ "๋ฉธ๊ณต" ์™ธ์น˜๋ฉด ๋˜๋Š”๊ฑด๊ฐ€??
๊ต์œก ๋‹ค ๋๋‚˜๊ณ  ๋งˆ์ง€๋ง‰์— ์šฉ์ง„์ดํ˜•์ด ๋‹จ์ƒ์— ์„œ์„œ "๋ฉธ๊ณต" ์™ธ์น˜๋ฉด ๋˜๋Š”๊ฑด๊ฐ€??
3 060
10
โ”” ๋ƒ‰์ •ํ•˜๊ฒŒ ๋ฏธ๋ž˜์—์…‹ ํšŒ์‚ฌ ์ž๊ธˆ์€ ์•Œ์ฐจ๊ฒŒ ๋ฐฐ์ •๋ฐ›์•˜๊ณ  ํˆฌ์ž์ž๋“ค ๋ˆ๋งŒ ๋ฐฐ์ •์„ ๋ชป๋ฐ›์€๊ฑฐ๋ผ ํšŒ์‚ฌ๊ฐ€ ์†ํ•ด๋ณธ๊ฒƒ์€ 1๊ฐœ๋„ ์—†๋‹ค ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹
3 100
11
์žฅ์ „ ์‹œํ™ฉ
์žฅ์ „ ์‹œํ™ฉ
1 823
12
[๋ฐฉ์‚ฐ] ๋ฐฉ์‚ฐ์€ ์ด๋ž€์ „์Ÿ ์ข…์ „ ์ˆ˜ํ˜œ์ฃผ์ž…๋‹ˆ๋‹ค DSํˆฌ์ž์ฆ๊ถŒ ๋ฐฉ์‚ฐ Analyst ๊ฐ•ํƒœํ˜ธ โ–  ์ด๋ž€ ์ „์Ÿ ์ข…์ „, ํ•œ๊ตญ ๋ฐฉ์œ„์‚ฐ์—…์— ์˜คํžˆ๋ ค ๊ธฐํšŒ - ๋ฐฉ์œ„์‚ฐ์—…์— ๋Œ€ํ•œ ์ „ํ†ต์  ์˜คํ•ด ์ค‘ ํ•˜๋‚˜๋Š” ์ข…์ „ ์‹œ ์ฃผ๊ฐ€ ํ•˜๋ฝ์ด ๋ถˆ๊ฐ€ํ”ผํ•˜๋‹ค๋Š” ์‹œ๊ฐ - ๊ทธ๋Ÿฌ๋‚˜ ์šฐ๋ฆฌ๋Š” ์ด๋ž€ ์ „์Ÿ ์ข…์ „์ด ํ•œ๊ตญ ๋ฐฉ์œ„์‚ฐ์—…์— ์˜คํžˆ๋ ค ๊ธ์ •์  ๊ณ„๊ธฐ๊ฐ€ ๋  ๊ฒƒ์ด๋ผ๋Š” ํŒ๋‹จ - ์ „์Ÿ ์ข…๋ฃŒ ํ›„ ๋ณธ๊ฒฉํ™”๋  ์ค‘๋™ํ–ฅ ์ˆ˜์ถœ ํŒŒ์ดํ”„๋ผ์ธ์ด ๋‹ค์ˆ˜ ์กด์žฌํ•˜๊ธฐ ๋•Œ๋ฌธ 1) ํ•œํ™”์—์–ด๋กœ์ŠคํŽ˜์ด์Šค: ์‚ฌ์šฐ๋”” ๊ตญ๊ฐ€๋ฐฉ์œ„๋ถ€์™€ ์žฅ๊ฐ‘์ฐจ, ์ž์ฃผํฌ ๋“ฑ ์ง€์ƒ๋ฌด๊ธฐ ์ „๋ฐ˜์˜ ํš๋“ ๋ฐ ํ˜„๋Œ€ํ™” 2) ํ˜„๋Œ€๋กœํ…œ: ์ด๋ผํฌ์™€ K2 ์ „์ฐจ ์•ฝ 250๋Œ€ ์ˆ˜์ถœ ๋…ผ์˜ 3) LIG๋””ํŽœ์Šค์•ค์—์–ด๋กœ์ŠคํŽ˜์ด์Šค, ํ•œํ™”์—์–ด๋กœยท์‹œ์Šคํ…œ: ๋ฐฉ๊ณต๋ง ์ค‘์š”๋„ ์ฆ๊ฐ€์— ๋”ฐ๋ผ ์ฒœ๊ถ-โ…ก๋Š” ๋‹ค์ˆ˜์˜ ์ค‘๋™ ๊ตญ๊ฐ€์™€ ์ˆ˜์ถœ ํ˜‘์ƒ ์ „๋ง 4) ํ•œ๊ตญํ•ญ๊ณต์šฐ์ฃผ: UAEยท์‚ฌ์šฐ๋””์™€ KF-21 ์ˆ˜์ถœ ๋ฐ 5ยท6์„ธ๋Œ€ ์ „ํˆฌ๊ธฐ ๊ตญ์ œ ๊ณต๋™๊ฐœ๋ฐœ ๋“ฑ์„ ํ˜‘์˜ ์ค‘์ธ ๊ฒƒ์œผ๋กœ ์•Œ๋ ค์ง โ–  Valuation ๋งค๋ ฅ๋„ ๋ถ€๊ฐ - ์ข…์ „์— ๋”ฐ๋ฅธ ํˆฌ์ž์‹ฌ๋ฆฌ ์•…ํ™” ๋ฐ ์ผ์‹œ์  ์ˆ˜์ฃผ ๊ณต๋ฐฑ ์šฐ๋ ค๋กœ ํ•œ๊ตญ ๋ฐฉ์œ„์‚ฐ์—… ๋ฒจ๋ฅ˜์—์ด์…˜์ด ๋งค๋ ฅ์ ์ธ ๊ตฌ๊ฐ„์— ์ง„์ž… - ํ•œํ™”์—์–ด๋กœ์ŠคํŽ˜์ด์Šค์™€ ํ˜„๋Œ€๋กœํ…œ์˜ 27F PER์€ ๋‹น์‚ฌ ์ถ”์ •์น˜ ๊ธฐ์ค€ ๊ฐ๊ฐ 18.4๋ฐฐ, 16.5๋ฐฐ๋กœ ์ง€์ƒ๋ฐฉ์‚ฐ Global Peer ํ‰๊ท (์•ฝ 26๋ฐฐ)๋Œ€๋น„ ์ €ํ‰๊ฐ€ - ํ•œ๊ตญ ๋ฐฉ์‚ฐ ๊ธฐ์—…์˜ CAPAยท๋‚ฉ๊ธฐ ๊ฒฝ์Ÿ๋ ฅ, ํ˜„์ง€์ƒ์‚ฐ ์ฒด๊ณ„ ๊ตฌ์ถ• ๊ฐ€์†ํ™” ๋“ฑ์„ ๊ฐ์•ˆํ•˜๋ฉด ํ˜„ ํ• ์ธ์€ ์ •๋‹นํ™”๋˜๊ธฐ ์–ด๋ ต๋‹ค๋Š” ํŒ๋‹จ - ์ด๋ž€ ์ „์Ÿ ์ข…์ „ ํ›„ ์ค‘๋™ ํ–ฅ ์ˆ˜์ฃผ ๋…ผ์˜ ๊ฐ€์†ํ™”์™€ ํ•จ๊ป˜ ํ•˜๋ฐ˜๊ธฐ ๋ฐฉ์‚ฐ ์—…์ข… ์ฃผ๊ฐ€๊ฐ€ ์ƒ์Šน ์ถ”์„ธ๋กœ ์ „ํ™˜๋  ๊ฒƒ์œผ๋กœ ์ „๋ง - ๋ฐฉ์œ„์‚ฐ์—… ๋น„์ค‘ํ™•๋Œ€ ์˜๊ฒฌ์„ ์œ ์ง€
2 202
13
ํ”„๋ฆฌ4.5%
ํ”„๋ฆฌ4.5%
3 194
14
โšก๏ธํ”ผ์นด์ธ„ ์•„์ €์”จ No โšก๏ธํ”ผ์นด์ธ„ ๋ˆ„๋‚˜ Yeeeeeees https://www.youtube.com/watch?v=SjQ-9ZMg7Fg
10 279
15
No text...
2 359
16
UAE ์ฒœ๊ถ2 ์„ธ๋ฒˆ์งธ ํฌ๋Œ€ ์กฐ๊ธฐ์ธ๋„๋Š” ์ข…์ „์˜ ์œ ๋ฌด์™€ ๋ณ„๊ฐœ๋กœ ๊ฐ€์†ํ™” ์ค‘์ธ ๊ฑธํ”„์ง€์—ญ ์žฌ๋ฌด์žฅ ์ˆ˜์š”์™€ ํƒ€์ดํŠธํ•œ ๊ธ€๋กœ๋ฒŒ ๋Œ€๊ณต๋ฏธ์‚ฌ์ผ ์ˆ˜์š”๋ฅผ ์ž…์ฆ - 6์›” ํƒ„์•ฝ ๋ฐœ์‚ฌ๋Œ€ ๋“ฑ ์˜ฌํ•ด ๋ฐฉ์‚ฐ ์ˆ˜์ถœ ์‹ค์  ์ฆ๊ฐ€์—๋„ ์ƒ๋‹นํ•œ ๊ธฐ์—ฌ
<BofA ํ•œ๊ตญ ๋ฐฉ์‚ฐ> UAE ์ฒœ๊ถ2 ์„ธ๋ฒˆ์งธ ํฌ๋Œ€ ์กฐ๊ธฐ์ธ๋„๋Š” ์ข…์ „์˜ ์œ ๋ฌด์™€ ๋ณ„๊ฐœ๋กœ ๊ฐ€์†ํ™” ์ค‘์ธ ๊ฑธํ”„์ง€์—ญ ์žฌ๋ฌด์žฅ ์ˆ˜์š”์™€ ํƒ€์ดํŠธํ•œ ๊ธ€๋กœ๋ฒŒ ๋Œ€๊ณต๋ฏธ์‚ฌ์ผ ์ˆ˜์š”๋ฅผ ์ž…์ฆ - 6์›” ํƒ„์•ฝ ๋ฐœ์‚ฌ๋Œ€ ๋“ฑ ์˜ฌํ•ด ๋ฐฉ์‚ฐ ์ˆ˜์ถœ ์‹ค์  ์ฆ๊ฐ€์—๋„ ์ƒ๋‹นํ•œ ๊ธฐ์—ฌ ์˜ˆ์ƒ ์ค‘๋™ ๊ธด์žฅ์ƒํƒœ์˜ ์ ์ง„์  ์™„ํ™”์— ๋”ฐ๋ผ 6์›”๋ถ€ํ„ฐ ๋ณธ๊ฒฉ์ ์ธ ์ˆ˜์ฃผ ๊ณ„์•ฝ ์ฒด๊ฒฐ ๊ฐ€์‹œํ™” ์ „๋ง - ์ค‘๋™ ์„œ์œ ๋Ÿฝ ๋“ฑ 6๊ฐœ ์ด์ƒ ๊ตญ๊ฐ€๋กœ๋ถ€ํ„ฐ์˜ ์กฐ ๋‹จ์œ„ ์‹œ๋ฆฌ์ฆˆ ๋ฐœ์ฃผ ๋ณธ๊ฒฉํ™” ์˜ˆ์ƒ - Top pick ํ•œํ™”์—์–ด๋กœ์ŠคํŽ˜์ด์Šค & LIG ๋””ํŽœ์Šค
5 904
17
โ˜… [ํ‚ค์›€ ํ—ˆํ˜œ๋ฏผ] โ˜…๋””์•ค๋””ํŒŒ๋งˆํ… - Best in Class๋ฅผ ํ–ฅํ•œ GLP/GCG ํ™ฉ๊ธˆ๋น„์œจ [ํ‚ค์›€ ์ œ์•ฝ/๋ฐ”์ด์˜ค / ํ—ˆํ˜œ๋ฏผ] โ—† ์• ๋„๋ฆฌ์ŠคํŠธ ์ฝ”๋ฉ˜ํŠธ EASL ํƒ‘๋ผ์ธ ์ดํ›„, 6/11์ผ ๋‹น์‚ฌ์—์„œ ๊ธฐ์—…์„ค๋ช…ํšŒ๋ฅผ ์—ด์–ด(์ด์Šฌ๊ธฐ ๋Œ€ํ‘œ์ด์‚ฌ ์ฐธ์„) ์ถ”๊ฐ€ ๋ฐ์ดํ„ฐ๋ฅผ ๊ณต๊ฐœ. ์„œ๋กœ ๋…๋ฆฝ์ ์ธ ์„ธ ๊ฐ€์ง€ ๋ถ„์„ ๋ฐฉ๋ฒ•์—์„œ ์ผ๊ด€๋œ ์„ฌ์œ ํ™” ๊ฐœ์„  ๊ฒฐ๊ณผ๋ฅผ ํ™•์ธํ•˜๋ฉด์„œ, ์ž„์ƒ ๊ฒฐ๊ณผ์— ๋Œ€ํ•œ ์‹ ๋ขฐ๋„๊ฐ€ ๋”์šฑ ๋†’์•„์กŒ์Œ. ์ด๋ฒˆ IR์—์„œ ์ถ”๊ฐ€ ๊ณต๊ฐœ๋œ ๋‚ด์šฉ์˜ ํ•ต์‹ฌ์€ AI ๊ธฐ๋ฐ˜ ์กฐ์ง์ƒ๊ฒ€ ๋ถ„์„(qFibosis)์œผ๋กœ ๋‹จ์ˆœ ๋ณ‘๋ฆฌํ•™์ž ํŒ๋…๋ฟ ์•„๋‹ˆ๋ผ AI ๋…๋ฆฝ ๋ถ„์„(qFibrosis), qFibrosis ๊ธฐ๋ฐ˜ ๋ณ‘๋ฆฌํ•™์ž ์žฌํŒ๋…(Hybrid ๋ถ„์„)์—์„œ๋„ ์„ฌ์œ ํ™” ๊ฐœ์„ ์ด ํ†ต๊ณ„์ ์œผ๋กœ ์œ ์˜ํ•˜๊ฒŒ ํ™•์ธ qFibrosis ๊ธฐ์ค€ ์„ฌ์œ ํ™” ๊ฐœ์„ ๋ฅ  72.7%(n=11)๋Š” ๊ฒฝ์Ÿ ์•ฝ๋ฌผ๋“ค๊ณผ ๋น„๊ต ์‹œ ๋งค์šฐ ๊ณ ๋ฌด์ ์ธ ์ˆ˜์ค€ ํ–ฅํ›„ ๊ธฐ์ˆ ์ด์ „ ๊ตฌ์กฐ์™€ ์–ด๋–ค ๊ธ€๋กœ๋ฒŒ ์ œ์•ฝ์‚ฌ๊ฐ€ ํŒŒํŠธ๋„ˆ๊ฐ€ ๋  ๊ฒƒ์ธ์ง€์— ๋Œ€ํ•œ ๊ธฐ๋Œ€๊ฐ์ด ๋†’์•„์งˆ ๊ฒƒ์œผ๋กœ ์ „๋ง. ํ‚ค์›€ ์ œ์•ฝ/๋ฐ”์ด์˜ค ์†Œ์‹ํ†ต โ†’ https://t.me/huhpharm โ˜… ๋ณด๊ณ ์„œ ๋งํฌ: https://bbn.kiwoom.com/rfCR12148 * ์ปดํ”Œ๋ผ์ด์–ธ์Šค ๊ฒ€ํ•„ * ๋ณธ ์ •๋ณด๋Š” ํ‚ค์›€์ฆ๊ถŒ ๋ฆฌ์„œ์น˜์„ผํ„ฐ์—์„œ ๊ณ ๊ฐ๋ถ„๋“ค์—๊ฒŒ ๋ฐœ์†กํ•˜๋Š” ์ •๋ณด์ž…๋‹ˆ๋‹ค.
1 674
18
๐Ÿงฟ [6/15, Multi Asset Strategy: ๋‘๊ฐ(้ ญ่ง’)] 6์›” FOMC์™€ ํˆฌ์ž์ „๋žต ํ•จ์˜ ์œ ์•ˆํƒ€ ์ฃผ์‹์ „๋žต ๊น€์šฉ๊ตฌ(02-3770-3521) ํ…”๋ ˆ๊ทธ๋žจ: < https://t.me/ConvictionCall > โ–  6์›” FOMC: ๊ณ ์šฉ ํ˜ธ์กฐ์™€ 3%๋Œ€ ๋ฌผ๊ฐ€ ํ™˜๊ฒฝ์—์„œ ๋งž์ดํ•˜๋Š” ์ผ€๋นˆ ์›Œ์‹œ ๋ฐ๋ท”์ „ - 6/18์ผ(ํ•œ๊ตญ ์‹œ๊ฐ„ ๊ธฐ์ค€, ์ƒˆ๋ฒฝ 3์‹œ ๊ธˆ๋ฆฌ ๊ฒฐ์ • ๋ฐ ์„ฑ๋ช…์„œ ๋ฐœํ‘œ) ์ผ€๋นˆ ์›Œ์‹œ์˜ ๋ฐ๋ท”์ „์ด ๋  6์›” FOMC๊ฐ€ ๊ฐœ์ตœ ์˜ˆ์ • - ๊ทธ๊ฐ„ ์—ฐ์ค€ ํ†ตํ™”์™„ํ™”๋ฅผ ์ง€์ง€ํ•˜๋Š” ํ•ต์‹ฌ ๋…ผ๊ฑฐ๋Š”, 1) ๊ณ ์šฉ์‹œ์žฅ์€ ์—ฌ์ „ํžˆ ํ•˜๋ฐฉ์œ„ํ—˜์ด ํฌ๊ฒŒ ์šฐ์„ธํ•˜๊ณ , 2) ํŠธ๋Ÿผํ”„็™ผ ์ง€์ •ํ•™์  ์ถฉ๊ฒฉ์„ ๋ฐ˜์˜ํ•œ ์ƒํ’ˆ/์—๋„ˆ์ง€ ๋ฌผ๊ฐ€ ์ƒ์Šน์€ ์ผ์‹œ์ ์ด๋‚˜ ํ•ต์‹ฌ/์„œ๋น„์Šค ๋ฌผ๊ฐ€๋Š” ์ถ”์„ธ์ ์œผ๋กœ Disinflation ํ•˜ํ–ฅ ์•ˆ์ •ํ™” ๊ธฐ๋Œ€๊ฐ€ ์œ ํšจํ•˜๋‹ค๋Š” ๊ฒƒ - ๋‹จ, 5์›” ๋น„๋†์—… ์‹ ๊ทœ๊ณ ์šฉ(3๊ฐœ์›” MA +18.8๋งŒ๋ช…) ์„œํ”„๋ผ์ด์ฆˆ๋กœ ๊ณ ์šฉ์‹œ์žฅ ํ•˜๋ฐฉ์œ„ํ—˜ ์šฐ์„ธ ์ฃผ์žฅ์€ ๊ทธ ์„ค๋“๋ ฅ์ด ์ƒ๋‹น ์ˆ˜์ค€ ์•ฝํ™” - 4์›” FOMC ์˜์‚ฌ๋ก์—์„  โ€œ๋Œ€๋‹ค์ˆ˜์˜ ์ฐธ๊ฐ€์ž๋“ค์€ ์ธํ”Œ๋ ˆ์ด์…˜์ด 2% ์ด์ƒ์œผ๋กœ ์ง€์† ์œ ์ง€๋  ๊ฒฝ์šฐ์—” ์ •์ฑ… ๊ฐ•ํ™”(๊ธˆ๋ฆฌ์ธ์ƒ)๊ฐ€ ์ ์ ˆํ•˜๋‹ค ๋ฏฟ๊ณ  ์žˆ๋‹คโ€๊ณ  ์–ธ๊ธ‰ํ•œ ๋ฐ” ์žˆ์œผ๋‚˜, 5์›” NFIB ๊ฐ€๊ฒฉ์ธ์ƒ% - ๊ฐ€๊ฒฉ์ธํ•˜% Survey Gap๊ณผ PPI ๋“ฑ์€ Core PCE ๋ฌผ๊ฐ€(์ „๋…„ ๋Œ€๋น„)์˜ 3.5%๋Œ€(4์›” 3.3%) ์ถ”๊ฐ€ ์ƒ์Šน ๊ฐ€๋Šฅ์„ฑ์„ ์—ญ์„ค โ–  ๋ฏธ๊ตญ ๊ณ ์šฉ์‹œ์žฅ์€ ์›”๋“œ์ปต ํŠน์ˆ˜ ์˜ํ–ฅ์„ ๋ฐฐ์ œํ•  ๊ฒฝ์šฐ์—” ์—ฌ์ „ํžˆ ํ•˜๋ฐฉ์œ„ํ—˜์ด ์šฐ์„ธ - 5์›” ๋ฏธ๊ตญ ๊ณ ์šฉ ์„œํ”„๋ผ์ด์ฆˆ๋Š” ๋Œ€๋ถ€๋ถ„ ๋ถ์ค‘๋ฏธ ์›”๋“œ์ปต ๊ด€๋ จ ๋‹จ๊ธฐ ํŠน์ˆ˜ ์˜ํ–ฅ์— ๊ธฐ์ธ. ์‹ ๊ทœ๊ณ ์šฉ ์ฆ๊ฐ€์˜ ๋Œ€๋ถ€๋ถ„์€ ๋ ˆ์ €/์ ‘๊ฐ์—…๊ณผ ์ง€๋ฐฉ์ •๋ถ€ ์ฑ„์šฉ ํ™•๋Œ€์—์„œ ๋น„๋กฏ - ์›”๋“œ์ปต ํŠน์ˆ˜๋ฅผ ๋ฐฐ์ œํ•  ๊ฒฝ์šฐ, ํ˜„ ๋ฏธ๊ตญ ๊ณ ์šฉ์‹œ์žฅ์€ ์ถ”์„ธ์ ์œผ๋ก  ํ•˜๋ฐฉ์œ„ํ—˜์ด ์—ฌ์ „ํžˆ ํฌ๊ฒŒ ์šฐ์„ธํ•œ ๊ฒƒ์œผ๋กœ ํ‰๊ฐ€ - 1) ์‹ค์—…๋ฅ  36๊ฐœ์›” ์ด๋™ํ‰๊ท  ์ด์ƒ(5์›” 4.3%, 36๊ฐœ์›” MA 4.08%), 2) 27์ฃผ ์ด์ƒ ์‹ค์—…์ž ๋น„์ค‘ ์ฆ๊ฐ€(5์›” 27.5%๋กœ 52๊ฐœ์›” ์—ฐ์† ์ฆ๊ฐ€), 3) ์‹ค์—… ๊ธฐ๊ฐ„ ์ฆ๊ฐ€(5์›” 26์ฃผ๋กœ 51๊ฐœ์›” ์—ฐ์† ์ƒ์Šน)์˜ ์„ธ๊ฐ€์ง€ ์กฐ๊ฑด ๋ชจ๋‘๊ฐ€ ๋™๋ฐ˜ํ•˜๋Š” ๊ฒฝ์šฐ, ๊ณผ๊ฑฐ ๋‹จ ํ•œ ์ฐจ๋ก€์˜ ์˜ˆ์™ธ ์—†์ด ์‹ค์ œ ๊ฒฝ๊ธฐ์นจ์ฒด(Recession)๊ฐ€ ํ˜„์‹คํ™” - 5์›” ์‹œ๊ฐ„๋‹น ์ž„๊ธˆ ์ƒ์Šน๋ฅ (์ „๋…„ ๋Œ€๋น„)์€ 3.4%๋กœ โ€™22๋…„ 3์›” ์ •์ ํ†ต๊ณผ(5.9%) ์ดํ›„ ํ•˜๋ฝ์ผ๋กœ์˜ ๋ถ€์ง„์„ธ๊ฐ€ ์ง€์†. ๊ณ ์šฉํ™˜๊ฒฝ์˜ ์งˆ์  ๋‘”ํ™”๋Š” ์žฅ๋ž˜ ํ•ต์‹ฌ/์„œ๋น„์Šค ๋ฌผ๊ฐ€ ์ „๋ฐ˜์˜ ํ•˜ํ–ฅ ์•ˆ์ •ํ™”(Disinflation) ๊ฐ€๋Šฅ์„ฑ์„ ์‹œ์‚ฌํ•˜๋Š” ์ถ”์„ธ์  ๊ธ์ •์š”์ธ์— ํ•ด๋‹น โ–  ๊ธฐ๋Œ€ ์ธํ”Œ๋ ˆ์ด์…˜ ํ”ผํฌ์•„์›ƒ ์ „ํ™˜์œผ๋กœ ์—ฐ์ค€ ๊ธˆ๋ฆฌ์ธ์ƒ์˜ ๋‹น์œ„์„ฑ๊ณผ ์‹œ๊ธ‰์„ฑ์€ ์ƒ๋‹น ์ˆ˜์ค€ ๊ฒฝ๊ฐ - Core CPI/PCE ๋ฌผ๊ฐ€์˜ 40% ๊ฐ€๋Ÿ‰์„ ์ฐจ์ง€ํ•˜๋Š” ์ตœ์ค‘์š” ํ•ญ๋ชฉ์€ ๋ฐ”๋กœ ์ฃผ๊ฑฐ๋น„(Shelter) - ๊ณ ๋ฌผ๊ฐ€/๊ณ ๊ธด์ถ•/๊ณ ๊ธˆ๋ฆฌ ํ™˜๊ฒฝ์˜ ์žฅ๊ธฐ ๊ณ ์ฐฉํ™”๋Š” ๋ฏธ๊ตญ ์ฃผํƒ๊ฒฝ๊ธฐ ์ „๋ฐ˜์˜ ๊ณ„์†๋œ ๋ถ€์ง„๊ณผ ํ•จ๊ป˜ ์ฃผํƒ๊ฐ€๊ฒฉ์˜ ์ถ”์„ธ์  ํ•˜๋ฝ์œผ๋กœ ๋ฐ˜์˜. ์ผ€์ด์Šค/์‰ด๋Ÿฌ ์ฃผํƒ๊ฐ€๊ฒฉ์ง€์ˆ˜์˜ ๊ณ„์†๋œ ํ•˜๋ฝ์€ ์ด์— 15๊ฐœ์›” ๊ฐ€๋Ÿ‰ ํ›„ํ–‰ํ•˜๋Š” ์ฃผ๊ฑฐ ๊ด€๋ จ ๋ฌผ๊ฐ€์˜ ์ถ”์„ธ์  ํ•˜๋ฝ์„ ๊ฒฝ์œ ํ•ด ์žฅ๋ž˜ ํ•ต์‹ฌ/์„œ๋น„์Šค ๋ฌผ๊ฐ€ ํ™˜๊ฒฝ ์ „๋ฐ˜์˜ ํ•˜ํ–ฅ ์•ˆ์ •ํ™”๋ฅผ ์ž๊ทนํ•  ๊ณต์‚ฐ์ด ํผ - ์ด๋ž€ ์ „์Ÿ ์–‘์ƒ์€ 5์›” ํœด์ „์—์„œ 6์›” ์ข…์ „ ๋…ผ์˜๋กœ ๊ธ‰์„ ํšŒ. ๋ฏธ๊ตญ ๊ธฐ๋Œ€ ์ธํ”Œ๋ ˆ์ด์…˜ ํ™˜๊ฒฝ ์—ญ์‹œ ์ƒ๊ธฐ ์ „ํ™ฉ ๋ณ€ํ™”๋ฅผ ๋ฐ˜์˜ํ•˜๋ฉฐ 5~6์›”์„ ๊ฒฝ๊ณ„๋กœ ํ”ผํฌ์•„์›ƒ ์ „ํ™˜ - ์ดํ›„ ๊ฑธํ”„ ์ง€์—ญ ์‚ฐ์œ ๊ตญ์˜ ์›์œ  ์ƒ์‚ฐ ๋ฐ ํ˜ธ๋ฅด๋ฌด์ฆˆ ํ•ดํ˜‘ ๋ฌผ๋ฅ˜ ์™„์ „ ์ •์ƒํ™” ์—ฌ๋ถ€๊ฐ€ ๊ตญ์ œ์œ ๊ฐ€ ๋ฐ ์ „์ฒด ๋ฌผ๊ฐ€ ํ•˜ํ–ฅ ์•ˆ์ •ํ™”์˜ ๊ด€๊ฑด์ด ๋  ๊ฒƒ์ด๋‚˜, ์ข…์ „์— ๊ทผ๊ฑฐํ•œ ์žฅ๋‹จ๊ธฐ ๊ธฐ๋Œ€ ์ธํ”Œ๋ ˆ์ด์…˜ ํ•˜๋ฝ๋งŒ์œผ๋กœ๋„ ์—ฐ์ค€ ๊ธˆ๋ฆฌ์ธ์ƒ์˜ ๋‹น์œ„์„ฑ๊ณผ ์‹œ๊ธ‰์„ฑ์€ ์ƒ๋‹น ์ˆ˜์ค€ ๊ฒฝ๊ฐ๋  ์†Œ์ง€๊ฐ€ ๋‹ค๋ถ„ โ–  6์›” FOMC Preview: ๋งค๋‘˜๊ธฐ(More Hawkish but Stay Careful) - 6์›” FOMC ๊ฒฝ์ œ์ „๋ง(SEP)๊ณผ ์ ๋„ํ‘œ ๋ชจ๋‘ 3์›” ํšŒ์˜ ๋Œ€๋น„ ๋งคํŒŒ์  ์ •์ฑ… ๊ธฐ๋ฅ˜๊ฐ€ ๊ฐ•ํ•ด์งˆ ๊ฐœ์—ฐ์„ฑ์ด ๋†’์€ ๊ฒƒ์ด ์‚ฌ์‹ค - โ€™26๋…„ ์‹ค์งˆ GDP ์„ฑ์žฅ๋ฅ ๊ณผ ์‹ค์—…๋ฅ ์€ 3์›” ์ „๋ง ๋Œ€๋น„ ํฌ๊ฒŒ ๋‹ฌ๋ผ์ง€๊ธด ์–ด๋ ค์šธ ๊ฒƒ์œผ๋กœ ํŒ๋‹จ. Headline PCE๋Š” ์ง€์ •ํ•™์  ๋ถˆํ™•์‹ค์„ฑ์„ ๋ฐ˜์˜ํ•ด 3์›” 2.7% ๋Œ€๋น„ ๋Œ€ํญ ์ƒํ–ฅ์กฐ์ •์ด ๋ถˆ๊ฐ€ํ”ผํ•˜๋‚˜, Core PCE๋Š” ์†Œํญ ์ƒํ–ฅ์กฐ์ • ์ˆ˜์ค€์œผ๋กœ ํ•œ์ •๋  ์†Œ์ง€๊ฐ€ ๋‹ค๋ถ„ - ์ ๋„ํ‘œ ์—ญ์‹œ ์ตœ๊ทผ ์ฃผ์š” ์ธ์‚ฌ์˜ ์ธํ”Œ๋ ˆ์ด์…˜ ๊ฒฝ๊ณ„๊ฐ๊ณผ ์‹ค๋ฌผ๊ฒฝ๊ธฐ ํ˜ธ์กฐ ์˜ํ–ฅ์„ ๋ฐ˜์˜ํ•ด 3์›” 3.4%(์ •์ฑ…๊ธˆ๋ฆฌ ์ƒ๋‹จ 3.5%์— ๋Œ€์‘) ๋Œ€๋น„ ์ƒํ–ฅ์กฐ์ •๋  ๊ณต์‚ฐ์ด ํฌ๋‚˜, ์ตœ๊ทผ ์‹œ์žฅ์ด ๊ธฐ์ •์‚ฌ์‹คํ™” ์ค‘์ธ ์—ฐ๋‚ด 1ํšŒ ์ธ์ƒ(์ ๋„ํ‘œ 3.9%์— ๋Œ€์‘)์ด ์•„๋‹Œ 3.6%(3.75% ๊ธˆ๋ฆฌ๋™๊ฒฐ ๋Œ€์‘ ์ง€์†) ์ดํ•˜ ์ˆ˜์ค€์œผ๋กœ ์ œํ•œ๋  ๊ฒƒ์œผ๋กœ ํŒ๋‹จ - โ€™27๋…„ ๋ฌผ๊ฐ€ ์ „๋ง๊ณผ ์ ๋„ํ‘œ๋Š” ์ข…์ „ ์ˆ˜์ค€์„ ์œ ์ง€ํ•  ์ „๋ง. 2%๋Œ€ ๋ฌผ๊ฐ€ ๋ชฉํ‘œ ๋‹ฌ์„ฑ์„ ์ „์ œ๋กœ ์ค‘๋ฆฝ๊ธˆ๋ฆฌ ์ˆ˜์ค€์˜ 1~2ํšŒ ๊ธˆ๋ฆฌ์ธํ•˜ ๊ธฐ๋Œ€๊ฐ€ ์ง€์† ์œ ์ง€๋œ๋‹ค๋Š” ์˜๋ฏธ โ–  ์—ฐ๋‚ด 1ํšŒ ์ด์ƒ์˜ ๊ธˆ๋ฆฌ์ธ์ƒ์„ ๊ธฐ์ •์‚ฌ์‹คํ™” ์ค‘์ธ ์‹œ์žฅ๊ธˆ๋ฆฌ ํ™˜๊ฒฝ์˜ ํ”ผํฌ์•„์›ƒ ์ „ํ™˜์„ ์˜ˆ์ƒ - ์ผ€๋นˆ ์›Œ์‹œ๋Š” ๊ทธ๊ฐ„์˜ ์™„ํ™” ํŽธํ–ฅ(Easing Bias) ์ œ๊ฑฐ์— ์ฃผ๋ ฅํ•  ๊ฒƒ. ๋‹จ, ๋‹จ๊ธฐ/๋‹จํŽธ์  ์˜์‚ฌ๊ฒฐ์ •๋ณด๋‹จ ์ถฉ๋ถ„ํ•œ ๋…ผ์˜ ์ดํ›„ ์ค‘์žฅ๊ธฐ/์ข…ํ•ฉ์  ์ •์ฑ…๋Œ€์‘์„ ๊ฐ•์กฐํ•  ์ „๋ง - 1) ๋‹น๋ถ„๊ฐ„ 3.75% ๊ธˆ๋ฆฌ๋™๊ฒฐ ๋Œ€์‘ ์ง€์† ๊ฐ€๋Šฅ์„ฑ์„ ์‹œ์‹œํ•˜๋Š” 3.6% ์ดํ•˜ ์ˆ˜์ค€์œผ๋กœ์˜ ์ œํ•œ์  ์ ๋„ํ‘œ ์ƒํ–ฅ์กฐ์ • ๊ฐ€๋Šฅ์„ฑ๊ณผ, 2) ๊ทธ๊ฐ„ ์นœํŠธ๋Ÿผํ”„ ๋น„๋‘˜๊ธฐํŒŒ์ธ์ง€, ๊ทน๋‹จ์  ์ธํ”Œ๋ ˆ ํŒŒ์ดํ„ฐ๊ฒฉ ๋งคํŒŒ์ธ์ง€ ๋ช…ํ™•ํžˆ ๊ฐ€๋Š ํ•˜๊ธฐ ์–ด๋ ค์› ๋˜ ์ผ€๋นˆ ์›Œ์‹œ ์˜์žฅ์˜ ์ •์ฑ… ์Šคํƒ ์Šค๊ฐ€ ์ด๋ฒˆ 6์›” FOMC๋ฅผ ํ†ตํ•ด ๊ตฌ์ฒดํ™”๋  ๊ฒƒ์ด๋ฉฐ, 3) ์ผ€๋นˆ ์›Œ์‹œ๋Š” ๋‹จ๊ธฐ/๋‹จํŽธ์  ๊ธˆ๋ฆฌ๋Œ€์‘๋ณด๋‹จ ์ค‘์žฅ๊ธฐ ์ •์ฑ… ํ”„๋ ˆ์ž„์›Œํฌ ๋ณ€ํ™”๋ฅผ ๊ฐ•์กฐํ•  ๊ณต์‚ฐ์ด ํฌ๋‹ค๋Š” ์  ๋“ฑ์€ ์—ฐ์ค€ ์ •์ฑ… ๋ถˆํ™•์‹ค์„ฑ ์™„ํ™” ๋ฐ Term Premium(๋˜๋Š” ๊ธˆ๋ฆฌ ๋ณ€๋™์„ฑ) ํ•˜๋ฝ์„ ๊ฒฝ์œ ํ•ด ์ด๋ฏธ ์—ฐ๋‚ด 1ํšŒ ์ด์ƒ์˜ ๊ธˆ๋ฆฌ์ธ์ƒ ๊ฐ€๋Šฅ์„ฑ์„ ๊ธฐ์ •์‚ฌ์‹คํ™” ์ค‘์ธ ์‹œ์žฅ๊ธˆ๋ฆฌ ํ™˜๊ฒฝ์˜ ํ”ผํฌ์•„์›ƒ ์ „ํ™˜์„ ์ž๊ทนํ•  ๊ฐœ์—ฐ์„ฑ์ด ๋†’์€ ๊ฒƒ์œผ๋กœ ํ‰๊ฐ€ โ–  ์‹œ์žฅ๊ธˆ๋ฆฌ ํ•˜ํ–ฅ ์•ˆ์ •ํ™”๋กœ AI/๋ฐ˜๋„์ฒด ๋ฐธ๋ฅ˜์ฒด์ธ์˜ ์ฃผ๋„์ฃผ ๋ฆฌ๋”์‹ญ์€ ๊ฐ€์ผ์ธต ๊ฐ•ํ™” - 1) 6์›” FOMC๋กœ ์žฌํ™•์ธ๋  ์—ฐ์ค€์˜ ๊ณ„์†๋œ ์ธ๋‚ด์‹ฌ๊ณผ ์‹ ์ค‘ํ•จ, 2) ์ผ€๋นˆ ์›Œ์‹œ ์ •์ฑ… ๋ถˆํ™•์‹ค์„ฑ์˜ ์™„ํ™”(Term Premium ๋ฐ ๊ธˆ๋ฆฌ ๋ณ€๋™์„ฑ ํ•˜๋ฝ), 3) ์žฅ๋‹จ๊ธฐ ๊ธฐ๋Œ€ ์ธํ”Œ๋ ˆ์ด์…˜ ํ”ผํฌ์•„์›ƒ ์ „ํ™˜ ๋“ฑ์€ ์‹ค์งˆ๊ธˆ๋ฆฌ ํ•˜๋ฝ์„ ๊ฒฝ์œ ํ•ด ๊ตญ๋‚ด์™ธ ์ฆ์‹œ ์ฃผ๊ฐ€/๋ฉ€ํ‹ฐํ”Œ ์ถ”๊ฐ€ ๋„์•ฝ์œผ๋กœ ๋ฐ˜์˜๋  ๊ฒƒ์œผ๋กœ ํŒ๋‹จ - ๊ตญ์ œ์œ ๊ฐ€์˜ ์‹ ์ถ•์  ํ•˜ํ–ฅ ์•ˆ์ •ํ™”๊ฐ€ ๊ฐ€์„ธํ•  ๊ฒฝ์šฐ, 6์›” FOMC ์ดํ›„ ๋ฏธ 10๋…„ ๊ตญ์ฑ„๊ธˆ๋ฆฌ๋Š” ๊ทธ๊ฐ„์˜ 4.5%์„  ๋ถ€๊ทผ์—์„œ 4.25%์„  ์–ด๊ท€ ๋“ฑ๋ฝ ๊ณผ์ •์œผ๋กœ ์ค‘์‹ฌ์„ ์˜ ์ผ๋ถ€ ํ›„ํ‡ด๊ฐ€ ๊ฐ€๋Šฅํ•  ์ „๋ง ์‹œ์žฅ๊ธˆ๋ฆฌ ํ•˜ํ–ฅ ์•ˆ์ •ํ™”์™€ ๊ธˆ๋ฆฌ ๋ณ€๋™์„ฑ ์™„ํ™”๋Š” ๊ฐ€์น˜์ฃผ ๋Œ€๋น„ ์„ฑ์žฅ์ฃผ์˜ ์ „์ˆ ์  ์œ ์šฉ์„ฑ์„ ๋ฐฐ๊ฐ€์‹œํ‚ค๋Š” ๋ช…์ง•ํ•œ ๊ธ์ •์š”์ธ์— ํ•ด๋‹น. 6์›” FOMC๋ฅผ ๊ธฐ์ ์œผ๋กœ ๋ฐ˜๋„์ฒด, ITํ•˜๋“œ์›จ์–ด, โ€˜์กฐ๋ฐฉ์›โ€™์œผ๋กœ ๋Œ€ํ‘œ๋˜๋Š” ์‹ค์งˆ(์ง„์งœ) ์„ฑ์žฅ์ฃผ๊ฒฉ AI/๋ฐ˜๋„์ฒด ๋ฐธ๋ฅ˜์ฒด์ธ ๋Œ€ํ‘œ์ฃผ ์ฃผ๋„์ฃผ ๋ฆฌ๋”์‹ญ์ด ๊ฐ€์ผ์ธต ๊ฐ•ํ™”๋  ๊ฒƒ์œผ๋กœ ํŒ๋‹จํ•˜๋Š” ์ด์œ  *๋ณธ ๋‚ด์šฉ์€ ํˆฌ์ž ํŒ๋‹จ์˜ ์ฐธ๊ณ ์‚ฌํ•ญ์ด๋ฉฐ, ํˆฌ์žํŒ๋‹จ์˜ ์ตœ์ข…์ฑ…์ž„์€ ๋ณธ ๊ฒŒ์‹œ๋ฌผ์„ ์—ด๋žŒํ•˜๋Š” ์ด์šฉ์ž์—๊ฒŒ ์žˆ์Šต๋‹ˆ๋‹ค. *์ž๋ฃŒ์ถœ์ฒ˜: ์œ ์•ˆํƒ€์ฆ๊ถŒ ํ™ˆํŽ˜์ด์ง€ *์ž๋ฃŒ ์›๋ฌธ: https://bit.ly/4v5wzik
2 100
19
๋ณธ์ธ์ด ๋ˆ„๊ตฌ๋ณด๋‹ค ๋ฐ˜์‚ฌํšŒ์ ์ธ๋ฌผ์ธ๊ฑธ ์ž˜์•Œ๊ณ ์žˆ์Œ ใ…‹ใ…‹ใ…‹ใ…‹
๋ณธ์ธ์ด ๋ˆ„๊ตฌ๋ณด๋‹ค ๋ฐ˜์‚ฌํšŒ์ ์ธ๋ฌผ์ธ๊ฑธ ์ž˜์•Œ๊ณ ์žˆ์Œ ใ…‹ใ…‹ใ…‹ใ…‹
3 922
20
์•„ ๊ทธ๊ฑด ๋‹ˆ๊ฐ€ ์ •ํ•  ์ผ์ด ์•„๋‹ˆ์•ผ ๋ถ€์ •์„ ๊ฑฐ๋ฒ” ์†Œ๋…„๋ฒ”์•„
์•„ ๊ทธ๊ฑด ๋‹ˆ๊ฐ€ ์ •ํ•  ์ผ์ด ์•„๋‹ˆ์•ผ ๋ถ€์ •์„ ๊ฑฐ๋ฒ” ์†Œ๋…„๋ฒ”์•„
3 500